Permissions and Valid Object Types

Data Management Capabilities > Exchanging Data Between Contexts > Permissions and Valid Object Types

PDM

to Project

Sharing

When sharing from PDM to a project using Share access, the current iteration of some object types is added to the project baseline. (The project baseline is not visible in the project and is not accessible to users.) Whether the iteration is added to the baseline affects its Update action behavior. For more information, see Synchronizing Shared Objects.

Adding shared objects to the project baseline also allows CAD applications to interact with shared objects.

Object Type	Allows PDM to Project Sharing	Recorded in Project Baseline
Parts	Yes	Yes
Documents	Yes	No
Requirements Management Objects	Yes	Yes
CAD Documents	Yes	Yes
Dynamic Documents	Yes	Yes
Notes	Yes	Yes
Variant Specifications	Yes	No
Change Management Objects	Yes	No
Folders Promotion Requests Product Configurations Product Instances Tasks (including action items and deliverables) Baselines Plan Activities Links Packages Managed Collections Meetings	No	- -

Actions and objects that can be shared using the Add to Project action can also be shared using the Send to PDM action.

Project

to Project

Sharing

When sharing from a project to another project, you can modify the access control settings for some object types. For example, you can extend modify access for shared documents. For more information, see Sharing from Project to Project.

Object Type	Allows Project to Project Sharing	Access Control Settings Modification
Parts	Yes	No
Documents	Yes	Yes
Folders	Yes	Yes
Requirements Management Objects	Yes	No
CAD Documents Dynamic Documents Notes Variant Specifications Change Management Objects Promotion Requests Product Configurations Product Instances Tasks (including action items and deliverables) Baselines Plan Activities Links Packages Managed Collections Meetings	No	- -

User Permissions

When exchanging objects between contexts, you must have the necessary permissions across both contexts to perform certain actions. For more information, see Permissions.

Action	PDM			Project
Action	Object	Folder	Context	Object	Folder	Context
Share	Read Change Permissions Download	- -	Read	Create	Modify	- -
PDM Check-out	Read Change Permissions Download Modify	- -	Read	Create	Modify	- -
Send to PDM (objects created in a project)	Create	Modify	- -	- -	Modify	- -
Send to PDM (objects created in PDM)	Modify	- -	- -	- -	Modify	- -
Remove Share	- -	- -	- -	Delete	Modify	- -
Convert to Share	Read Change Permissions Download	- -	Read	Create	Modify	- -
Convert To PDM Check Out	Read Change Permissions Download Modify	- -	- -	Create	Modify	- -
Undo PDM Checkout	Administrative	- -	- -	- -	- -	- -
Update Project	Read	- -	Read	Modify	- -	- -

The user who performed the PDM Check-out operation can also complete an Undo PDM Checkout operation, regardless of administrative privileges.

For information on restricting access for workspace actions, see Interoperability and CAD Integration.

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